Meghan Dulac serves as a Client Service Associate, dedicated to delivering an exceptional client experience through personalized service, organization, and attention to detail. She joined the firm in July 2026 and works closely with clients and advisors to ensure meetings, account needs, and ongoing service requests are handled seamlessly and efficiently.
Before joining the team, Meghan gained valuable industry experience as a Client Service Representative with Fidelity Investments, where she developed a strong foundation in client relationship management and financial services operations. She holds a bachelor's degree in Communications from the University of Massachusetts Amherst and has earned her FINRA Series 7 and NASAA Series 63 registrations.
Passionate about building meaningful relationships and supporting clients through life's important milestones, Meghan strives to make every interaction welcoming, supportive, and reassuring. She believes that trust is built through responsive communication, consistency, and genuine care, and she takes pride in being a dependable resource for clients as they pursue their current and future goals.
Known for her genuine and loyal nature, Meghan enjoys developing lasting relationships with the individuals and families she serves. Her commitment to providing thoughtful service helps clients feel confident that their needs are understood and addressed with professionalism and care.
I grew up in Hopkinton, Massachusetts, and now call Westborough home, where I live with my twin daughters, Molly and Anna. Outside of work, you'll usually find us making the most of our time together, whether we're exploring New England, enjoying the outdoors, or simply making memories along the way.
I have always been someone who values genuine connections, loyalty, and being present for the people I care about. Whether I am catching up with friends, supporting my family, or meeting someone new, I believe relationships are built on trust, authenticity, and kindness.
When I'm not working, you'll often find me outdoors. I enjoy running, practicing yoga, spending time at the beach, traveling, and taking advantage of every opportunity to be active and explore new places. Whether it's discovering a new destination or enjoying a quiet day close to home, these experiences help me stay balanced, energized, and grateful for life's simple pleasures.
I love getting to know people's stories and learning what matters most to them. Life is full of milestones, challenges, and celebrations, and I feel fortunate to meet and connect with people from all walks of life. My goal is to bring warmth, positivity, and a personal touch to every relationship, both professionally and personally.